Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Bryan Pirosko

Bryan J. Pirosko

Insurance Advisor

David Froscheiser

Insurance Advisor

Garrett Cauley

Insurance Advisor

Martin-Kramar

Martin Kramar

Insurance Advisor

Steve Scothorn

Steve Scothorn

Director of Insurance Solutions

Michael Sohmer

Senior Director, Trust Services

Abby Fisher Photo

Abby Crother

Client Service Specialist

Aileen Deutermann - Operations Manager

Aileen Deutermann

Operations Manager

Old Lyme, West Hartford, Westport, Woodbridge, Burlington, Nashua, Peabody

Aleesha Grimes

Sr. Manager, Client Service

Aleksandra Simic

Sr. Client Service Specialist

Alex Murphy

Client Service Specialist

Alicia Saunders

Client Service Specialist

Ally Keasler

Sr. Client Service Specialist

Amanda Coffey

Client Service Specialist

Amanda O'Sullivan

Amanda O’Sullivan

Sr. Client Service Specialist

Morristown, New York

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Adams

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

Amy Ruffing

Manager, Client Service

Austin, Houston

Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Greenwood Village

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